HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$391K
3
+$391K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$311K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$271K

Top Sells

1
+$603K
2
+$581K
3
+$541K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$376K

Sector Composition

1 Healthcare 3.39%
2 Communication Services 1.82%
3 Financials 1.55%
4 Technology 1.27%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.15%
6,513
102
$232K 0.14%
1,993
103
$224K 0.13%
5,285
104
$221K 0.13%
8,928
105
$221K 0.13%
623
106
$218K 0.13%
2,943
-1,002
107
$217K 0.13%
737
+17
108
$214K 0.13%
11,976
-5,800
109
$214K 0.13%
+7,400
110
$205K 0.12%
14,737
+3,796
111
– –
-5,514
112
– –
-4,414
113
– –
-21,868
114
– –
-5,150
115
– –
-4,200
116
– –
-9,173
1 2 3 4
5